OneDigital Investment Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $290K | Buy |
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|
2025
Q2 | $228K | Sell |
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|
2025
Q1 | $276K | Sell |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $465K | Buy |
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|
2024
Q2 | $314K | Buy |
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|
2024
Q1 | $194K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $259K | Buy |
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|
2021
Q4 | $260K | Buy |
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|
2021
Q3 | $238K | Sell |
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|
2021
Q2 | $296K | Buy |
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|
2021
Q1 | $229K | Buy |
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|
2020
Q4 | $212K | Sell |
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|
2020
Q3 | $205K | Sell |
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|
2020
Q2 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $266K | Hold |
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|
2019
Q3 | $275K | Sell |
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|
2019
Q2 | $252K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $13K | Sell |
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|
2018
Q2 | $40K | Hold |
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|
2018
Q1 | $36K | Hold |
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|
2017
Q4 | $40K | Hold |
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|
2017
Q3 | $43K | Hold |
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|
2017
Q2 | $49K | Buy |
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